2023 Form 5500 filing — Pontifical Catholic University Of Puerto Rico Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015135127NAL0016533091001) for Pontifical Catholic University Of Puerto Rico Pension Plan, reported by Pontifical Catholic University Of Puerto Rico under EIN 66-0191965 and plan number 001. It reports 868 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135127NAL0016533091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pontifical Catholic University Of Puerto Rico
- EIN
- 66-0191965
- Plan number
- 001
- Location
- Ponce, PR
- Participants
- 868
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,346,152
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,346,152
- Employer contributions
- $727,692
- Total income / additions
- $7,285,412
- Benefits paid
- $3,103,040
- Administrative expenses
- $159,807
- Total expenses
- $3,262,847
- Net increase / (decrease)
- $4,022,565
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Popular Securities, LLC | NONE | $56,678 | not reported in the loaded dataset |
| Banco Popular De Puerto Rico | NONE | $53,540 | not reported in the loaded dataset |
| Bpas Actuarial & Pension Services | NONE | $34,994 | not reported in the loaded dataset |
| Aig | NONE | $14,595 | not reported in the loaded dataset |